Monthly Bookkeeping for Service Businesses
Predictable Books for Unpredictable Workloads
Running a service business means your income fluctuates-but your bookkeeping shouldn’t.
At RemoteBooksOnline, we designed flat-rate monthly bookkeeping for service providers who want accuracy, clarity, and consistency-without paying CPA-firm retainers or managing in-house
Fixed monthly price CPA-reviewed accuracy Industry-specific reporting
See Monthly Plans → Book a Free Consultation →
Why Service Businesses Need Monthly Bookkeeping
In service industries-consulting, cleaning, dental, construction, wellness-the biggest challenge isn’t volume, it’s timing.
Invoices are uneven, expenses hit at odd intervals, and cash flow turns messy fast.
Monthly bookkeeping solves that by locking your finances into a steady rhythm-so you always know where you stand.
Without it:
- You chase invoices instead of clients.
- Vendor payments slip through.
- Tax time turns into panic time.
With it:
- Financials close by Day 7–10 every month.
- Reports show true margins and trends.
- Your CPA gets clean, ready-to-file books.
Combine this with Affordable Bookkeeping→ to keep your costs flat while quality stays high.
What’s Included for Service Businesses
- Bank & credit card reconciliations
- Accounts receivable tracking and reminders
- Accounts payable posting and vendor reports
- Expense categorization by job, client, or department
- Monthly financials (P&L, Balance Sheet, Cash Flow)
- Variance notes highlighting unusual activity
- Quarterly/Monthly review calls with your bookkeeper
- CPA sign-off for accuracy and compliance
Add-ons: catch-up bookkeeping, payroll mapping, job-cost reporting, project profitability, and KPI dashboards.
How We Customize Bookkeeping by Industry
Consultants & Agencies
- Track billable hours, retainers, reimbursables
- Split revenue by client or project
- Flag unbilled time automatically
Cleaning & Field Services
- Track materials and mileage
- Categorize vehicle and crew expenses
- Match payments by customer and date
Dentists, Doctors, & Clinics
- Manage patient receipts, insurance payouts
- Reconcile clearinghouse deposits and write-offs
- Flag supply overages and recurring vendor drift
Construction & Trades
- Job-costing by project or location
- Progress billing and retainage support
- Post WIP and COGS entries for each job
Each variation plugs into the same monthly close system for consistent reporting across every service vertical.
Considering Outsourced Bookkeeping for your firm?
The Monthly Rhythm (Service Edition)
| Day | Task | Output |
|---|---|---|
| 1–3 | Import & categorize transactions | All accounts current |
| 4–6 | Reconcile bank/credit cards | Zero variance |
| 7–9 | Review AR/AP & payroll | Accurate cash forecast |
| 10 | Generate & deliver reports | CPA-ready financials |
Real Results
- Cleaning company, Phoenix: 9 months of backlog cleared; now closing monthly by Day 8.
- Dental clinic, Florida: Reconciliation accuracy 99.8 %, payroll posted automatically.
- Consulting firm, Austin: Revenue recognition automated by project; saved 12 hours/month.
“We finally stopped guessing our cash position. RBO made it boring-and that’s the best thing ever.” – Agency Owner, TX
Running an eCommerce + Service hybrid?
FAQs
Can you handle multiple service lines or locations?
Yes-multi-entity and class/location tracking are built into our Scale plan.
Do you integrate with field-service or POS apps?
Yes-Jobber, Housecall Pro, Square, and others sync directly to QuickBooks/Xero.
What if my revenue changes month to month?
Your flat-rate tier covers a transaction range. We adjust only when you consistently exceed that band.
Do you manage invoices and receipts?
We post, reconcile, and track them; you choose who sends them.
Can you work with my CPA or tax preparer?
Absolutely-we package monthly PBCs and coordinate directly.
Related Reading
- Monthly Close Checklist (Free Template)
- Flat-Rate Bookkeeping-What’s Included
- Monthly vs Quarterly Bookkeeping
- Lower Bookkeeping Costs Without Losing Accuracy
- Want to Hire a Bookkeeper instead?
Ready for consistent, accurate books-every month?
Join 1,000 + service businesses closing on time with RBO’s flat-rate plans.
See Plans → Talk to a Specialist →
Each affordability or cost post links back here via anchor “monthly close checklist“
